🔧Task Templates
Make templates that you can reuse when creating new tasks
Last updated
Make templates that you can reuse when creating new tasks
Last updated
Templates allow you to streamline and speed up creating tasks, that managers can select easily.
Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll
Step 1: Go to your Space/Project Settings
menu via ⚙️ and click on Templates
. Then, under Task Templates
, click on New Template.
Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.
Step 3: After filling in the details click on Save Template
.
Success! You will now see the the new template listed under Task Templates
in your space/project settings, with options to Create task from template
, Edit
and Delete
.
Step 1: Click +
to create a new task
Step 2: In the pop-up that appears, click on Template
in the top-left corner and select the template you would like to use
Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click Create
.
Success! You've created a task using a template in just a few clicks